I kept looking for HuaHong FinFET for ages and still don't see anything. Really don't know if they stopped R&D on it or they are just hiding it due to impending us sanctions
Chinese semiconductor thread II
- Thread starter vincent
- Start date
HH group Chief Engineer Zhao Yuhang announced FinFet process in January, 2020.. R&D of FinFet was completed back then..
sanctions stopped HH FinFet process.. so they decided to postpone the program until fully domestic immersion line come online.. now all respective tools have successfully developed. recently FinFet capable photoresist also entered in mass production. so it is matter of time.. i believe we could hear something in 2025..
as you see the pattern, SMIC/HH/Nexchip big three climbing up the ladder step by step.. Nexchip 28nm immersion line in 2025. SMIC 7nm and below.. so HH bound to enter in Finfet process. this is in correlation with domestic tools moving up in value added supply chain..
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Shaanxi Optoelectronics Pioneer Institute Technology Co., Ltd. (referred to as "Optoelectronics Pioneer Institute") announced the completion of a B round of financing of several hundred million yuan.
The Optoelectronics Pioneer Institute will comprehensively upgrade the advanced photonic device engineering innovation platform in 2024. On the one hand, it plans to invest 220 million yuan to add high-reliability automotive-grade laser chip process equipment , develop laser chip process technology for the field of automotive laser radar, and further enhance the research and development and pilot foundry capabilities of compound optoelectronic chips; on the other hand, it plans to invest 750 million yuan to supplement silicon photonic process equipment and develop 130nm silicon photonic process technology .
The Optoelectronics Pioneer Institute will comprehensively upgrade the advanced photonic device engineering innovation platform in 2024. On the one hand, it plans to invest 220 million yuan to add high-reliability automotive-grade laser chip process equipment , develop laser chip process technology for the field of automotive laser radar, and further enhance the research and development and pilot foundry capabilities of compound optoelectronic chips; on the other hand, it plans to invest 750 million yuan to supplement silicon photonic process equipment and develop 130nm silicon photonic process technology .
No. Not all synchrotrons are SSMB and this is a research facility.
From June on NexChip
They are expanding by 30 to 50k wpm this year. Their production line in June had 110% utilization. orders exceed production level. They are looking to expand mostly 55nm and 40nm. Have start low rate production on 40nm OLED DDIC. Of course, I think we mentioned earlier of 55nm CIS product (the 180MP camera IIRC).
so yeah, demand is huge and they are having no trouble getting orders. But at very low prices. With all the Capex, they are just not making money.
It's quite hard to generate good margin in China when you are operating in the 40 to 90nm segment
They are expanding by 30 to 50k wpm this year. Their production line in June had 110% utilization. orders exceed production level. They are looking to expand mostly 55nm and 40nm. Have start low rate production on 40nm OLED DDIC. Of course, I think we mentioned earlier of 55nm CIS product (the 180MP camera IIRC).
so yeah, demand is huge and they are having no trouble getting orders. But at very low prices. With all the Capex, they are just not making money.
It's quite hard to generate good margin in China when you are operating in the 40 to 90nm segment
Half of the papers were already presented at SPIE. Also I see the logo of SPIE in the website as a partner or sponsor. They are presenting the papers again.
28nm will be the next process to drop in price substantially. 440,000 wafers per month capacity increase by SMIC is just huge. In the West you also have TSMC building 28nm fabs in Japan and Europe.
Regarding HH, there are 2 companies:
- Shanghai Hua Hong Semiconductor 華虹半導體 ()
- Shanghai Huali Microelectronics 上海华力 ()
Currently Hua Hong only has process up to 55/65 nm
Instead HLMC (that is a JV with HH) currently :
To note that revenues and wafer capacity of HLMC are not reported in quarterly reports of HH.
Also to note HLMC is not publicly traded (so they don't have to publish results)
BTW the same is true for SMIC, where their 7nm fab is legally under a different JV company Semiconductor Manufacturing South China Corp (SMSC). A company that is not traded and for which their capacity/revenue don't end up in SMIC quarterly results!
IOW China hides both capacity and revenues for 28nm (HH) and more advanced nodes!
I'd say it makes totally sense they do this, for the time being....
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